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The Nautilus Group®

The Nautilus Group® is an exclusive resource accessible to Agents of New York Life that are Member Agents of Nautilus and who work with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients’ professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client’s circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of experienced professionals with disciplines in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

Paul I. Franklin and Douglas L. Robbins are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Alaska, Arizona, California (P. Franklin CA Insurance License # 0H50719), Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, D.C., West Virginia. No insurance business may be conducted outside these state(s) referenced.

Paul Franklin is an Investment Advisor Representative offering Investment Advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Licensed in the states of California, Illinois, Indiana, Tennessee, Virginia, Washington, D.C., Maryland, New York and Ohio.

Paul I. Franklin and Douglas L. Robbins are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA /SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of California, Illinois, Indiana, Tennessee, Virginia, Washington, D.C., Maryland, New York and Ohio.No offers may be made or accepted from any resident outside the specific states referenced.

Paul Franklin is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Franklin Capital Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.